Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $22,500 |
TIAA2 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $627 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,175 | $56,540+4.7% | $185,849-68.2% | $86,821-31.8% |
| Participation rate | 99.1% | 65.5%+33.5pp | 81.7%+17.4pp | 72.3%+26.8pp |
| Annual return | 12.93% | 118.20%-105.3pp | 122.10%-109.2pp | 97.94%-85.0pp |
| Employer contribution / active EE | $5,761 | $1,844+212.3% | $5,169+11.5% | $2,406+139.4% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $11 | $150-92.4% | $16,244-99.9% | $170-93.3% |